We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1151
Summit Financial
New Jersey
$309K -$5.64K -16 -2%
CFCI
1152
Comprehensive Financial Consultants Institutional
Indiana
$309K
TCM
1153
Twin Capital Management
Pennsylvania
$308K -$9.16K -26 -3%
CP
1154
Covenant Partners
Tennessee
$307K -$4.93K -14 -1%
FPL
1155
Fortress Private Ledger
North Carolina
$307K +$345K +978 New
RPSA
1156
Richard P. Slaughter Associates
Texas
$307K -$1.61M -4,574 -82%
MPM
1157
MBB Public Markets
Illinois
$304K +$342K +971 New
AWM
1158
Accurate Wealth Management
Florida
$302K +$372K +1,056 New
LOPW
1159
Live Oak Private Wealth
North Carolina
$302K -$4.23K -12 -1%
NP
1160
NorthRock Partners
Minnesota
$301K +$62.4K +177 +23%
KWM
1161
Keebeck Wealth Management
Illinois
$301K
VCP
1162
Verus Capital Partners
Arizona
$300K -$28.2K -80 -8%
CIC
1163
Cutler Investment Counsel
Oregon
$300K -$56.7K -161 -14%
HWA
1164
Heartwood Wealth Advisors
Virginia
$299K -$17.6K -50 -5%
CGL
1165
Clarius Group LLC
Washington
$299K -$4.23K -12 -1%
NAS
1166
Nicolet Advisory Services
Wisconsin
$299K +$76.1K +216 +26%
KBFS
1167
Kohmann Bosshard Financial Services
Ohio
$295K -$1.06K -3 -0.3%
TW
1168
TritonPoint Wealth
Maryland
$293K +$8.46K +24 +3%
CA
1169
Cortland Associates
Missouri
$291K +$1.41K +4 +0.4%
MFC
1170
Morris Financial Concepts
South Carolina
$291K +$1.06K +3 +0.3%
AC
1171
AlphaCore Capital
California
$290K +$30.6K +87 +10%
MGIA
1172
Moneta Group Investment Advisors
Missouri
$290K +$37.7K +107 +13%
KCM
1173
Kathmere Capital Management
Pennsylvania
$290K +$10.6K +30 +3%
KWS
1174
Keystone Wealth Services
California
$289K -$55K -156 -14%
LPT
1175
Legacy Private Trust
Wisconsin
$288K